Add and manage contacts
Create people and companies, set lifecycle stages, and import an existing list into your CRM.
Contacts are the heart of your CRM. You can track individual people and the companies they belong to, all in one place.
Add a person or company
Open Contacts from the menu. The page has separate tabs for People and Companies:
- Use the add button to create a new contact.
- Enter a name, email, and phone where you have them.
- For companies, you can link the people who work there.
Set the lifecycle stage
Each contact has a lifecycle stage (for example, prospect, lead, or customer) so you always know where they stand. You can update this as the relationship develops. Your CRM can also nudge engaged contacts forward automatically based on email activity.
Import a list
Already have contacts in a spreadsheet? Use the Import option on the Contacts page to bring them in from a CSV. Map your columns and your CRM creates the records for you.
Scan a business card
In a pinch, you can snap a photo of a business card and your CRM will read the details and create the contact for you.